Bank of America’s BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents TAXM Stock Holding History

Bank of America’s Portfolio TAXM Stock Details TAXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2	Closed	-$99	–	8755
2025 Q1	$99	Buy	+2	New	+$99	﹤0.01%	7836

Other funds holding TAXM

IRM

Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America's TAXM Position: Q2 2025 in Review

Bank of America sold out of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) in Q2 2025, closing a stake of 2 shares — an estimated $99 sold.

Bank of America first reported a position in TAXM in Q1 2025 and held it in 1 quarter. The position peaked at $99 in Q1 2025. 3 funds tracked by Wall St. Rank hold TAXM as of Q2 2025.

Bank of America reported no remaining BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents position as of Q2 2025 after selling out during the quarter.
Bank of America sold 2 BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents shares in Q2 2025, an estimated $99.
Bank of America first reported a position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in Q1 2025 and held it in 1 quarter.
Bank of America's BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents position peaked at $99 in Q1 2025.
3 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q2 2025.

Based on Bank of America's 13F filing for Q2 2025, filed 14 Aug 2025.